📍 Path: Go to Left Menu → Customers & Pets

This is where you can search for a customer or pet in your database.

You can also filter to help locate a profile:

Find full lists of:

Use the filter to refine the list, or the sort drop-down on the right to sort the list alphabetically up or down.

To unarchive individually with the 3 dots, on the far right of each customer. Or use the check box to select multiple and unarchive in bulk. You can also edit profiles from this view using the 3 dots on the far right.

To unarchive individually with the 3 dots, on the far right of each customer. Or use the check box to select multiple and unarchive in bulk. You can also edit profiles from this view using the 3 dots on the far right.

In this section, viewing your list of customers and pets, you can click 'Add New +' to create a new customer and pet

You can also create a new customer or pet as you create a new appointment in the calendar.

In the list of customers, once located, click the far right 3 dots, then Edit Profile.

When viewing the customer's profile, click to view pets, then click '+Add Another Pet' to create multiple pets for the client.

From the appointment creation window, you can also add a new pet directly as you create the booking.

From the customer and pets list, once the customer is located, click the far right 3 dots.

You can Archive or Blacklist from here.

In each pet's profile, you can add medical notes, including:

For any important information don't forget Flags can be used to highlight important medical information too.